Client Service Manager
3 days ago
22nd August, 2025
About YouYou are an experienced Client Service Manager known for being the first point of contact for clients. You make people feel reassured, and your Advisers rely on you to coordinate behind the scenes to deliver great outcomes.
Your experience matters- Minimum of 2+ years in financial planning support
- Strong understanding of advice implementation, compliance, and client onboarding
- Hands-on experience with XPlan, AdviserLogic, or Midwinter
- Genuine commitment to delivering a seamless client experience for internal and external stakeholders
At Stitch Recruitment, we are specialists in Wealth and Financial Advice Recruitment. We understand firms that value support staff as much as Advisers. By building a relationship with us, you will get:
- Access to exclusive opportunities with boutique, mid-tier, and national practices
- Guidance on how to position yourself in a competitive market
- The chance to be marketed directly to firms seeking high-calibre CSMs and support talent
If you're a Client Service professional in Wealth or Financial Advice considering your next career move, or if you're open to new opportunities, we'd love to connect and include you in our network. Please apply for immediate consideration.
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